The four moments - Acquisition, Retention, Expansion, Support - each carry their own procedures, signals, personality, and in-app notification recipes.
Acquisition · Procedures
unless.com/en/dashboard/deploy/acquisition
Dashboard
Acquisition
5 procedures · acquisition
Book a meetingActive
Qualify the leadActive
Send pricing detailsActive
Route to an account executiveActive
Send a re-engagement emailDraft
Retention · Signals
unless.com/en/dashboard/deploy/retention
Dashboard
Retention
5 signals · retention
Churn risk language
Active
Cancellation intent, comparison shopping, escalating frustration in conversation.
28live·last 4m ago
Pricing pushback
Active
Customer questions value, asks for discounts, or compares to competitor pricing.
14live·last 22m ago
Reduced usage
Active
Login frequency or feature use drops below the customer’s 30-day baseline.
9live·last 1h ago
Renewal approaching
Active
Contract end date within 60 days; surface renewal pricing and account health.
73live·last 8m ago
Competitor mention
Draft
Named competitor referenced in a customer-facing exchange.
Not yet enabled
Add signalFrom library
Expansion · In-app notifications
unless.com/en/dashboard/deploy/expansion
Dashboard
Sales expansion
5 notifications · expansion
Upgrade to Pro offerCard
Add team seatsBanner
Annual billing savingsInline
Power-user perksCard
Pro features tourModal
Support · Personality
unless.com/en/dashboard/deploy/support
Dashboard
Support
WarmthCoolWarm
PacingBriefDetailed
FormalityCasualFormal
ConfidenceTentativeAssertive
I can absolutely see how frustrating this is — let me look into the account right away and walk you through what I find. You shouldn't have to chase this twice.
